Flow Financial Planning®

About Flow Financial Planning®

Flow provides ongoing financial planning and investment management to women in their early to mid career in the tech industry. We have particular expertise in pre-IPO and IPO planning...and not making people feel bad about their finances. We are a virtual firm, we live in the Pacific Northwest, and we work with clients all over the country. We focus on women at this career stage because this is when So Much Is Happening! Changing jobs! Changing careers! Moving in together! Buying a home! Getting married! Having babies! Existential crises! Most of these women have never had to deal with the scale and complexity of the finances they now have. And they have precious few people to talk to about it all. We know that if we can guide these women to creating a strong and flexible financial foundation, if we can help them unearth, clarify, and commit to what truly matters to them, then they will be more fulfilled and financially stronger for the rest of their lives. Quite the return on investment, we’d say! Our biggest role is to be your advocate and thinking partner. If you want to get technical about it, we can also help you with: * Stock compensation (private and public company) * Changing jobs * Taking a break from tech (temporary or permanent!) * Giving to to charity * Handling this windfall of money that just landed in your lap. Eeep! * Open enrollment (health insurance, yep) * Taxes, understanding and staying on top of them (we don't prepare taxes; but we work closely with CPAs!) * Connecting to other professionals who can help (career coaches, insurance brokers, CPAs, attorneys, etc.)

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